WELCOME!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them).
In one sentence, we help families and businesses avoid collapse after the death or disability of a loved one or business partner.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule a 15-minute free consultation, and speak with us personally about your family or your business.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule online. For a consultation focused on your family, schedule your Family Wealth Planning Session. For a consultation focused on your business, schedule your LIFT Your Life And Business Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning and business planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before.
And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, their loved ones, and their business.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Giving Thanks
I have much to be thankful for - not the least of which is being able to serve the community. As my way of giving back and saying “thank you”, I'm going to not only help you and your family but also help the less fortunate members of our community during this Thanksgiving season. A gift your family will thank you for ...for generations to come.
Here’s something important you need to know that directly affects your family: To ensure your loved ones know exactly what to do and how to handle your things after you are gone, PLUS make sure your kids are taken care of by people you love if the unthinkable should happen...CALL NOW. Taking care of these things you’ve been putting off is how you show your loved ones your gratitude and appreciation this holiday season! If you own a home and have minor children, and make an appointment this month for a “Family Wealth Planning Session”, I will waive my regular $750 planning fee, plus make a donation of $100 to our local food bank in your name.
During your FREE Planning Session you and your spouse will choose the right guardians for your kids and avoid making the six common mistakes! The Planning Session is absolutely FREE and there is NO OBLIGATION and NO PRESSURE. Plus, when you make an appointment now, I’ll donate $100.00 in your name to our local community food bank. So by taking care of YOUR family, you will also be taking care of a family who needs your help this holiday season.
Call 559-684-9700 to schedule or Schedule Online.